Caterpillar shares owned by Kings Point Capital Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Kings Point Capital Management
from 13F filings
Historical chart of Kings Point Capital Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Kings Point Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $345k | 1.6k | 222.44 |
| 2021-12-31 | $324k | 1.6k | 206.37 |
| 2021-09-30 | $307k | 1.6k | 192.12 |
| 2021-06-30 | $326k | 1.5k | 217.62 |
| 2021-03-31 | $256k | 1.1k | 231.67 |
| 2020-12-31 | $277k | 1.5k | 182.12 |
| 2020-09-30 | $255k | 1.7k | 149.30 |
| 2020-06-30 | $36k | 287 | 125.44 |
| 2020-03-31 | $61k | 527 | 115.75 |
| 2019-12-31 | $85k | 577 | 147.31 |
| 2019-09-30 | $71k | 559 | 127.01 |
| 2019-06-30 | $61k | 450 | 135.56 |
| 2019-03-31 | $61k | 450 | 135.56 |
| 2018-12-31 | $67k | 530 | 126.42 |
| 2018-09-30 | $37k | 240 | 154.17 |
| 2018-06-30 | $33k | 240 | 137.50 |
| 2018-03-31 | $35k | 240 | 145.83 |
| 2017-12-31 | $38k | 240 | 158.33 |
| 2017-06-30 | $21k | 200 | 105.00 |
| 2017-03-31 | $19k | 200 | 95.00 |
| 2016-12-31 | $19k | 200 | 95.00 |
| 2016-09-30 | $18k | 200 | 90.00 |
| 2016-06-30 | $15k | 200 | 75.00 |
| 2016-03-31 | $15k | 200 | 75.00 |
| 2015-12-31 | $46k | 675 | 68.15 |
| 2015-09-30 | $44k | 675 | 65.19 |
| 2015-06-30 | $17k | 200 | 85.00 |
| 2015-03-31 | $16k | 200 | 80.00 |
| 2014-09-30 | $21k | 214 | 98.13 |
| 2014-06-30 | $23k | 214 | 107.48 |
More positions owned by Kings Point Capital Management
View all positions for Kings Point Capital Management